Tesla gave an update on its humanoid robot program, which is known as Tesla Bot or Optimus. New images of prototypes were quite impressive – making the project look less like a sideshow and increasingly like a potentially real product.
When Elon Musk first announced the Tesla Bot, many laughed it off as a sideshow or distraction to Tesla’s more important mission to accelerate the advent of sustainable energy.
The CEO hyped it up by describing how much value it would create by fixing the labor crisis, but like Tesla’s autonomous driving effort, everyone can see the value of humanoid robots – the problem is people have issues seeing Tesla making it a reality.
At the time, Tesla had a very early prototype that didn’t look like much. It was barely able to walk around and wave at the crowd. That was about it.
The company also had another more refined-looking prototype, but it wasn’t even able to walk in time for the presentation.
Here’s what it looked like:
Tesla claimed to have a great opportunity to develop this humanoid robot because it could leverage a lot of existing hardware developed for its electric vehicles and software from its self-driving technology.
Now at Tesla’s 2023 shareholders meeting today, Musk gave an update on Tesla Bot that included a lot of new footage of multiple prototypes:
The footage included 5 Tesla Optimus prototypes, and they were seen performing simple tasks, walking around the office as well as in other Tesla facilities where Cybertrucks were around.
The prototypes were waking slowly, but they appeared to be stable.
While the tasks that they were performing were not really impressive, Tesla appeared to have made a lot of progress in developing the hands:
Tesla also gave a glimpse at the robots detecting and memorizing their environment.
Musk again claimed that the “Optimus stuff is extremely underrated”. The CEO said that the demand could be as high as 10 to 20 billion units.
He went as far as “confidently predicting” that Optimus will account for “a majority of Tesla’s long-term value”.
Electrke’s Take
I am still skeptical about this project, but I have to give credit where credit is due. This looks like a significant improvement over the last demo, which was just about 8 months ago.
The hands, which are arguably the most difficult part of a humanoid robot, are truly impressive here.
Now I think we are still at least about 3 years from a useful product, but that in itself would be amazing.
Mind you, that timeline is also when I think that Tesla will have a useful self-driving vehicle, which makes sense since Elon says that Tesla is leveraging its AI development for self-driving for Optimus.
While we can argue on the timeline, I wouldn’t bet against Tesla on this. On the hardware side of things, they do have a great advantage in leveraging their current EV hardware.
When you think about it, there’s no major engineering problem that needs to be solved in order to create a humanoid robot. It just needs to be efficiently packaged as well as designed and manufactured in a way that the robot doesn’t cost more than $100,000.
People didn’t think that was possible with electric cars and Tesla did it. I think they can do it for humanoid robots.
The AI side is the more difficult challenge. That’s why I am talking about ~3 years for a useful product. That’s accounting for the fact that Tesla has already made a lot of mistakes in developing AI for self-driving. Those are mistakes that it won’t make for the robot and at one point, it is going to run out of mistakes to make.
Also, a useful product doesn’t mean a robot that can replace a significant percentage of human laborers. It means that at the cost, it will replace some workers. It will likely be a decade before the capacity can extend to a large number of tasks and the cost of acquisition and operation make it a valuable option for deployment at scale.
Similar to what Tesla did with electric vehicles timeline-wise.
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Executives from TravelCenters America (TA) and BP were joined by local elected officials at a ribbon cutting for the two companies’ first DC fast charging hub on I-95 in Jacksonville, Florida – the first of several such EV charging stations to come online.
Frequent road-trippers are no doubt familiar with TA’s red, white, and blue logo and probably think of the sites as safe, convenient stops in otherwise unfamiliar surroundings. The company hopes those positive associations will carry over as its customers continue to switch from gas to electric at a record pace in 2025 and beyond.
“Today marks a significant milestone in our journey to bring new forms of energy to our customers as we support their changing mobility needs, while leveraging the best of bp and TA,” explains Debi Boffa, CEO of TravelCenters of America. Boffa, however, was quick to – but TA is quick to point out that TA isn’ no’t leaving its ICE customers behind. “While this is significant, to our loyal customers and guests, rest assured TA will continue to provide the same safe and reliable fueling options it has offered for over 50 years, regardless of the type of fuel.”
The charging hub along the I-95 offers 12 DC fast charging ports offering up to 400kW of power for lickety-quick charging. While they’re at the TA, EV drivers can visit restrooms, shop at TA’s convenience store, or eat at fast food chains like Popeyes and Subway. Other TA centers offer wifi and pet-friendly amenities as well – making them ideal partners for BP as the two companies builds out their charging networks.
“As we expand our EV charging network in the US, I am thrilled to unveil our first of many hubs at TA locations,” offers Sujay Sharma, CEO of BP Pulse Americas. “These sites are strategically located across key highway corridors that provide our customers with en route charging when and where they need it most, while offering convenient amenities, like restaurants and restrooms.”
The new e2500-THL and TS electric Ultra Buggies from Toro offer construction and demo crews a carrying capacity of 2500 lbs. (on the TS model), six-and-a-half foot dump height (on the THL), nearly 13 cubic ft. of capacity, and hours of quiet, fume-free operation.
For their open-mindedness, those crews will be rewarded with machines powered by 7 kWh’s worth of Toro HyperCell lithium-ion battery. That’s good enough for up to eight hours of continuous operation, according to Toro – enough for two typical working shifts.
And, thanks to the Toro Ultra Buggies’ narrow, 31.5″ width, they can easily navigate man doors on inside jobs, as well, making them ideal for indoor demolition and construction jobs. A zero-turn radius and auto-return dump mechanism that ensures the tub automatically returns to the proper resting position make things easy for the operator, too.
Toro says that each of its small (for Toro) e2500 Ultra Buggy units can replace as many as five wheelbarrows on a given job site. Pricing is expected to start at about $32,000.
GM has deployed three of its HYDROTEC hydrogen gensets to the Los Angeles area as a way to help generate power for EV drivers and emergency vehicles recovering from the devastating effects of the recent wildfires.
“GM is extending targeted local support to our customers and employees who have been impacted by the California wildfires,” said Duncan Aldred, vice president global commercial growth strategies and operations. “We’re finding ways to help get people back on the road and using our resources to make a difference in the recovery in the weeks and months to come.”
The mobile charging station rollout is part of a broader response to the fires from GM that includes “planned” philanthropic contributions to nonprofits serving affected communities, employee giving campaigns to benefit the American Red Cross Los Angeles region and the California Fire Foundation, and a complimentary subscription to Crisis Assist Services, which enables customers with OnStar-equipped vehicles to get information about the fires, receive routing guidance, and access immediate emergency assistance from an OnStar advisor.
GM also says it’s providing customers with damaged or destroyed GM vehicles assistance toward the purchase or lease of a new GM vehicle, subject to certain terms and conditions, which may include certain qualifications and restrictions. The company will also help cover collision repair deductible costs for damage to GM vehicles incurred from the wildfires – again, subject to certain qualifications and restrictions.
Electrek’s Take
While it’s certainly commendable for GM to take steps in an effort to support wildfire victims, it feels like a company that made more than $19 billion in gross profits in 2023 (and over $20 billion in 2022; 2024 numbers aren’t out yet – but the company did well enough to spend more than $6 billion buying back its own stock) could have done better than announcing “planned” donations and asking its employees to pony up. By my math, GM shareholders could have given each of the 163,000 global employees the company had in 2023 a $36,000 one-time bonus in lieu of those stock buybacks.
That said, how many companies are doing nothing at all? Good on GM for trying, then – here’s hoping others step up, too.